Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MISL 7.09%
2 SHLD 6.75%
3 PPA 6.34%
4 XKFF 6.05%
5 FCTE 5.25%
6 NATO 4.93%
7 ORFN 4.83%
8 UTRN 4.07%
9 GCAD 3.94%
10 DVAL 3.85%
11 ITA 3.81%
12 PKW 3.58%
13 WBIF 3.54%
14 SCHD 3.44%
15 BAMV 3.36%
16 ROKT 3.25%
17 CCOR 3.08%
18 VSMV 3.03%
19 XAR 2.95%
20 BDVG 2.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 36.33M (21.13%) -722.22K
Decreased by -1.99%
Mar 31, 24
2 State Street Corp 34.58M (20.12%) -352.81K
Decreased by -1.02%
Mar 31, 25
3 Vanguard Group Inc 21.48M (12.50%) -10.23K
Decreased by -0.05%
Mar 31, 25
4 BlackRock Inc 16.91M (9.84%) 306.29K
Increased by +1.81%
Mar 31, 25
5 Charles Schwab Investment Management Inc 8.03M (4.67%) 560.46K
Increased by +6.98%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 4.98M (2.90%) -234.31K
Decreased by -4.70%
Mar 31, 25
7 Geode Capital Management, LLC 4.87M (2.83%) -21.75K
Decreased by -0.45%
Mar 31, 25
8 Capital World Investors 3.01M (1.75%) -662.57K
Decreased by -22.02%
Mar 31, 25
9 Bank of America Corp 3.00M (1.75%) -147.50K
Decreased by -4.91%
Mar 31, 25
10 Capital Research Global Investors 2.94M (1.71%) -235.33K
Decreased by -8.00%
Sep 30, 23
11 FMR Inc 2.82M (1.64%) -194.51K
Decreased by -6.91%
Mar 31, 25
12 Royal Bank of Canada 2.29M (1.33%) 31.44K
Increased by +1.37%
Mar 31, 25
13 Northern Trust Corp 2.21M (1.29%) -46.72K
Decreased by -2.11%
Mar 31, 25
14 Amvescap Plc. 2.14M (1.25%) 12.90K
Increased by +0.60%
Mar 31, 25
15 Wellington Management Company LLP 2.10M (1.22%) -512.11K
Decreased by -24.37%
Mar 31, 25
16 GAMMA Investing LLC 1.99M (1.16%) 1.99M
Increased by +99.76%
Mar 31, 25
17 Ameriprise Financial Inc 1.89M (1.10%) -100.14K
Decreased by -5.30%
Dec 31, 24
18 UBS Group AG 1.82M (1.06%) -62.63K
Decreased by -3.43%
Mar 31, 25
19 Franklin Resources Inc 1.78M (1.04%) 62.80K
Increased by +3.53%
Mar 31, 25
20 Bank of New York Mellon Corp 1.71M (1.00%) -33.23K
Decreased by -1.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.56M (4.40%) 10.16K
Increased by +0.13%
May 31, 25
2 Vanguard US Total Market Shares ETF 7.54M (4.39%) -65.22K
Decreased by -0.86%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.96M (3.47%) 41.14K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 5.62M (3.27%) 1.39K
Increased by +0.02%
Jun 28, 25
5 Fidelity 500 Index 2.64M (1.54%) 11.47K
Increased by +0.43%
May 31, 25
6 Fidelity® 500 Index 2.61M (1.52%) 16.62K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF 2.61M (1.52%) -55.60K
Decreased by -2.13%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 2.54M (1.48%) 5.76K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF Trust 2.54M (1.48%) -13.28K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.52M (1.46%) -8.86K
Decreased by -0.35%
Jun 30, 25
11 iShares Core S&P 500 ETF 2.47M (1.44%) 3.94K
Increased by +0.16%
Jun 30, 25
12 Vanguard Value Index Inv 2.07M (1.20%) 4.21K
Increased by +0.20%
May 31, 25
13 American Funds Income Fund of Amer A 1.97M (1.15%) -43.00
Decreased by -0.00%
Jun 30, 25
14 Vanguard Institutional Index I 1.29M (0.75%) 264.00
Increased by +0.02%
May 31, 25
15 American Funds American Mutual A 1.25M (0.73%) -2.60K
Decreased by -0.21%
Sep 30, 23
16 Capital Group American Mutual Comp 1.25M (0.73%) -2.60K
Decreased by -0.21%
Sep 30, 23
17 Vanguard Dividend Appreciation ETF 1.13M (0.66%) 1.25K
Increased by +0.11%
May 31, 25
18 State St S&P 500® Indx SL Cl III 1.11M (0.65%) -400.00
Decreased by -0.04%
Jun 30, 25
19 Vanguard Dividend Growth Inv 1.06M (0.61%) -185.72K
Decreased by -17.58%
Mar 31, 25
20 Industrial Select Sector SPDR® ETF 1.03M (0.60%) 6.30K
Increased by +0.61%
Apr 30, 24